In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”

Cathy Curtishttps://curtisfinancialplanning.com/wp2018/wp-content/uploads/2018/04/cfp_logo.gifCathy Curtis2009-07-18 17:25:292018-07-17 03:51:26Fee Only Financial Planner Dishes on House Buying in the Bay Area

Here is my advice to couples who are facing financial challenges and don’t see eye to eye on the value of a financial planner. Work together and see if you can find consensus. Remember one of the rules of marketing: What’s In It For Me? Help your partner understand there are benefits. Even though the process may be uncomfortable, and difficult to understand, the end results are what matter most.